Online Client Access

January 29, 2013

In today's world, we are exposed to technology's influence everyday and the accounting and tax profession, as conservative as we are, is not exempt from this influence.  Our firm has opted to adopt the benefits of these opportunities by working to offer our client's access to their important documents 24/7 by way of a secure, online "portal".  This access is similar to the online banking many of us already use on a regular basis.

We have not reached this decision without careful consideration but find that in many cases we are required to share data through the avenue and in other cases, this may be the only way to accomplish a need electronically.  Please consider:

  • We have chosen Thomson Reuters as the provider of our portal technology - they provide us with a level of technology and security using secure networks in data centers providing redundant centers to protect against fire, natural disasters, power failures and other unexpected scenarios.
  • The portals offer 24/7 access to your information.
  • The File Exchange tool within the client portal allows transfer of files larger than typically allowed through email.
  • Portals may allow a reduction in paper usage allowing an opportunity to be more environmentally friendly!

We just wanted to take the opportunity to share with you the option to utilize this online client access technology.  We have structured our website to serve as your path to your information.

If we can assist you in setting up a secure online access login for your data with our firm, please email or call our office.  Thank you.

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